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Sage CRM vs ClickUp: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Sage CRM vs. ClickUp is based on a specific set of business needs and context. The comparison uses 10435 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Sage CRM and ClickUp

Sage CRM, Quickbase, SalesNOW, etc., belong to a category of solutions that help CRM, whereas ClickUp, Monday.com, Adobe Workfront, etc., belong to a category of solutions that help Project Management. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Sage CRM covers Sales Document Management with Mobile, Business Development, Workflow Management, Engagement Management, etc.

ClickUp focuses on Workflow Management, Collaboration, Training & Onboarding, Engagement Management, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Sage CRM

Focus area

Sage CRM is better than ClickUp for

Software Failure Risk

  • medium

logo ClickUp

Focus area

ClickUp is better than Sage CRM for

Software Failure Risk

  • medium

About

Top-rated cloud financial management

One app to replace tasks, docs, chat, goals, & more

Age

2002

2017

Financials

M&A

SERIES C

Business Need

Total Processes
(we found evidences for)

67

75

Total Goals
(we found evidences for)

13

11

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


business development



engagement management

engaging and following up




campaign management


helpdesk management




communication management

sending & publishing communications

tracking & monitoring communications


generation of new leads


contact list management


pipeline management


customer case management


relationship management


social media management

social media analytics

engaging on social media


rating and review management


competitive intelligence


customer feedback management

measuring customer satisfaction


products & pricelist management


opportunity management



conversion management



trade show marketing


account management


content management


billing and invoice management


sales call management

meeting management


loyalty management


sales review & feedback






lead qualification


training & onboarding



follower management


creating knowledge base


knowledge management

creating knowledge base


calendar management






Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Scale best practices

  • Improve ROI

  • Improve navigation

  • Improve digital and social presence

  • Improve efficiency

  • Launch new products

  • Shorten ramp up time

  • Enter new markets internationally or locally

  • See 10 more
  • Improve internal communications

  • Acquire customers

  • Enhance customer relationships

  • Launch new products

  • Increase sales & revenue

  • Improve visibility

  • Scale best practices

  • Improve efficiency

  • Enter new markets internationally or locally

  • Establish thought leadership

  • Improve navigation

  • See 8 more

Top Channels

Channels Used

  • e-mail

  • website

  • social media

  • chat

  • video

  • mobile

  • Slack

  • offline

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • promotions

  • phone calls

  • text SMS

  • on premises

  • games

  • Skype

  • review sites

  • Amazon

  • Facebook

  • causes and charity

  • See 19 more
  • e-mail

  • website

  • social media

  • chat

  • video

  • mobile

  • Slack

  • offline

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • promotions

  • phone calls

  • text SMS

  • on premises

  • games

  • Skype

  • review sites

  • Amazon

  • Facebook

  • causes and charity

  • See 19 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

medium

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high

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Integration Risk

medium

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medium

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Migration Risk

low

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medium

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Business Setting